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Smallwood Wealth Investment Management’s Schwab International Equity ETF SCHF Stock Holding History

Smallwood Wealth Investment Management’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.52M Sell
54,865
-213
-0.4% -$5.74K 0.66% 28
2026
Q1 		$1.36M Sell
55,078
-160
-0.3% -$4.07K 0.72% 27
2025
Q4 		$1.33M Sell
55,238
-2,644
-5% -$62.9K 0.7% 27
2025
Q3 		$1.35M Hold
57,882
– – 0.69% 28
2025
Q2 		$1.28M Sell
57,882
-1,399
-2% -$29.1K 0.73% 26
2025
Q1 		$1.17M Sell
59,281
-1,520
-2% -$29.8K 0.74% 25
2024
Q4 		$1.12M Sell
60,801
-175
-0.3% -$3.42K 0.77% 26
2024
Q3 		$1.25M Sell
60,976
-144
-0.2% -$2.85K 0.89% 21
2024
Q2 		$1.17M Sell
61,120
-708
-1% -$13.7K 0.91% 22
2024
Q1 		$1.21M Sell
61,828
-1,914
-3% -$35.8K 0.94% 21
2023
Q4 		$1.18M Sell
63,742
-66
-0.1% -$1.15K 0.97% 21
2023
Q3 		$1.08M Sell
63,808
-408
-0.6% -$7.21K 0.99% 22
2023
Q2 		$1.14M Sell
64,216
-1,696
-3% -$30.1K 1.02% 22
2023
Q1 		$1.15M Sell
65,912
-524
-0.8% -$8.97K 1.09% 21
2022
Q4 		$1.07M Buy
66,436
+1,994
+3% +$31.1K 0.91% 23
2022
Q3 		$906K Buy
+64,442
New +$1.01M 0.81% 26

Other funds holding SCHF

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Smallwood Wealth Investment Management's SCHF Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Schwab International Equity ETF (SCHF) stake by 0.39% in Q2 2026, selling an estimated $5.74K and leaving 54,865 shares worth $1.52M. The position accounts for 0.66% of the portfolio, ranked #28.

Smallwood Wealth Investment Management first reported a position in SCHF in Q3 2022 and has held it in 16 quarters since. 799 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Smallwood Wealth Investment Management held 54,865 shares of Schwab International Equity ETF worth $1.52M as of Q2 2026.
  • Smallwood Wealth Investment Management sold 213 Schwab International Equity ETF shares in Q2 2026, an estimated $5.74K.
  • Schwab International Equity ETF made up 0.66% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #28 holding.
  • Smallwood Wealth Investment Management first reported a position in Schwab International Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • 799 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.